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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,198 | $142,392-73.9% | $119,622-68.9% | $134,532-72.3% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | 2.09% | -12.46%+14.5pp | -14.98%+17.1pp | 418.27%-416.2pp |
| Employer contribution / active EE | $1,900 | $5,224-63.6% | $4,232-55.1% | $4,741-59.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $401 | $13,593-97.0% | $10,328-96.1% | $11,429-96.5% |